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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Composedpro, Inc. (swap one in):+ J. Mangone Capital Management LLC $46.3M+ Weaver Financial $46.3M · Mission, KS+ Nutmeg Capital Advisors, LLC $41.8M · Hartford, CT+ Aci Wealth Advisors $41.7M · Dallas, TX
San Antonio, TX
Irving, TX
Assets under management$44.1M$46.6M$41.8M
Asset growth, last 2 years+297%––
Advisory staff111
Individual clients5834127
Assets per client$760K$1.4M$329K
Clients per advisor5834127
Main custodianSchwab––
Filing with the SEC since201820262026
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Feb 2026, Jan 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Composedpro, Inc.: Schwab · Sequoia Private Wealth Management, LLC: none listed · Bluprint Financial, LLC: none listed